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10min chapter
BI Weekend: US Earnings, Morning Consult Poll
Bloomberg Intelligence
Earnings and Elections: Tech Growth and Political Trends
This chapter analyzes significant earnings reports from tech giants, particularly spotlighting Microsoft's performance and its Azure growth challenges. It further explores the competitive AI landscape, contrasting the trajectories of major players like AMD and Intel, while predicting cloud revenue trends driven by AI adoption. Additionally, the chapter examines Kamala Harris's rising support among diverse voter demographics and the shifting political landscape ahead of the upcoming election.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode